Creative Planning Primerica, Inc. Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in Primerica, Inc. stock. As of the latest transaction made, Creative Planning holds 5,762 shares of PRI stock, worth $1.51 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,762

Previous 6,010 4.13%

Holding current value

$1.51 Million

Previous $1.71 Million 7.84%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 08, 2025	SELL	$244.39 - $290.62 $60,608 - $72,073	-248 Reduced 4.13%	5,762 $1.58 Million
Q1 2025 May 15, 2025	SELL	$271.41 - $296.43 $54,282 - $59,286	-200 Reduced 3.22%	6,010 $1.71 Million
Q4 2024 Feb 14, 2025	BUY	$265.71 - $304.93 $33,745 - $38,726	127 Added 2.09%	6,210 $1.69 Million
Q3 2024 Oct 11, 2024	BUY	$233.01 - $266.6 $9,320 - $10,664	40 Added 0.66%	6,083 $1.61 Million
Q2 2024 Aug 15, 2024	BUY	$210.09 - $252.0 $35,085 - $42,084	167 Added 2.84%	6,043 $1.43 Million
Q1 2024 May 10, 2024	BUY	$206.01 - $256.18 $297,272 - $369,667	1,443 Added 32.55%	5,876 $1.49 Million
Q4 2023 Feb 14, 2024	BUY	$188.95 - $214.45 $15,871 - $18,013	84 Added 1.93%	4,433 $912,000
Q3 2023 Nov 16, 2023	BUY	$194.01 - $216.8 $11,640 - $13,008	60 Added 1.4%	4,349 $843,000
Q2 2023 Jul 21, 2023	BUY	$167.79 - $198.15 $292,457 - $345,375	1,743 Added 68.46%	4,289 $848,000
Q1 2023 May 15, 2023	BUY	$141.95 - $191.94 $69,129 - $93,474	487 Added 23.65%	2,546 $438,000
Q4 2022 Feb 10, 2023	BUY	$127.17 - $149.03 $33,954 - $39,791	267 Added 14.9%	2,059 $291,000
Q3 2022 Nov 03, 2022	BUY	$116.34 - $137.87 $208,481 - $247,063	1,792 New	1,792 $221,000
Q2 2021 Aug 04, 2021	SELL	$144.58 - $165.23 $1.02 Million - $1.17 Million	-7,088 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$129.88 - $157.05 $920,589 - $1.11 Million	7,088 New	7,088 $1.05 Million
Q4 2019 Jan 30, 2020	SELL	$117.55 - $137.34 $213,118 - $248,997	-1,813 Closed	0 $0
Q3 2019 Nov 01, 2019	BUY	$109.6 - $129.12 $3,616 - $4,260	33 Added 1.85%	1,813 $231,000
Q2 2019 Jul 26, 2019	SELL	$114.86 - $131.56 $3,445 - $3,946	-30 Reduced 1.66%	1,780 $214,000
Q1 2019 Apr 24, 2019	BUY	$94.26 - $127.79 $170,610 - $231,299	1,810 New	1,810 $221,000
Q2 2018 Jul 20, 2018	SELL	$92.7 - $102.8 $764,867 - $848,202	-8,251 Closed	0 $0
Q1 2018 Apr 18, 2018	BUY	$93.5 - $106.45 $771,468 - $878,318	8,251 New	8,251 $797,000

Others Institutions Holding PRI

# of Institutions

568

Shares Held

28.3M

Call Options Held

4.3K

Put Options Held

10.5K

View Full List

About Primerica, Inc.

Ticker PRI
Exchange NYSE
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 37,453,100
Market Cap $9.82B
Description
Primerica, Inc., together with its subsidiaries, provides financial products to middle-income households in the United States and Canada. The company operates in four segments: Term Life Insurance; Investment and Savings Products; Senior Health; and Corporate and Other Distributed Products. The Term Life Insurance segment underwrites individual ...

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Creative Planning Primerica, Inc. Transaction History